本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
GOANNA CAPITAL MANAGEMENT LLC (CIK 2130895) reported $223.5M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($217.7M, 97.37%), NTSK ($5.9M, 2.63%), FIG ($0, 0.00%), FIGR ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $217.7M | 97.37% | 1.3M | New |
| 2 | NTSK | NETSKOPE INC | $5.9M | 2.63% | 538,614 | Added |
| 3 | FIG | Figma, Inc. | $0 | 0.00% | 0 | Exited |
| 4 | FIGR | Figure Technology Solutions, Inc. | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30